AUM
$227.6M
Wealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
866-464-6608
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MI
201 advisers found
KROON & MITCHELL ASSET MANAGEMENT LLC
Grand Rapids, MI
AUM
$220.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
616-356-2002
HAVERDINK FINANCIAL MANAGEMENT, LLC
Portage, MI
AUM
$220.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
269-321-5070
AUM
$213.4M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
517-256-4319
DWP
Grosse Pointe Farms, MI
AUM
$208.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
313-885-0114
LIGHTSQUARE WEALTH MANAGEMENT, LLC
Bingham Farms, MI
AUM
$203.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
248-641-3540
INDEPENDENT WEALTH MANAGEMENT, LLC
Traverse City, MI
AUM
$203.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
231-929-1086
AI ALPHA LLC
Grand Rapids, MI
AUM
$200.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
FEES FOR PROVIDING MODEL PORTFOLIOS AND INVESTMENT SIGNALS
616-600-2060
SAPPHIRE BLUE INVESTMENT PARTNERS
Fenton, MI
AUM
$200.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
810-714-9456
J2 CAPITAL MANAGEMENT, INC.
Troy, MI
AUM
$195.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
248-641-4444
MEADOWBROOK INVESTMENT ADVISORS LLC
Livonia, MI
AUM
$185.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
734-953-8688
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST
Sterling Heights, MI
AUM
$184.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
586-226-2100
ROCHESTER WEALTH STRATEGIES, LLC
Rochester, MI
AUM
$177.8M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(248) 434-6550
HOOVER PRIVATE WEALTH, LLC
Royal Oak, MI
AUM
$171.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(248) 298-4000
GREAT LAKES WEALTH, LLC
Northville, MI
AUM
$166.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(248) 378-1200
CITY CENTER ADVISORS, LLC
Troy, MI
AUM
$160.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
888-267-1321
ADVISORY ADVOCATES LLC
Grand Rapids, MI
AUM
$158.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(866) 597-8938
A SMARTER WAY TO INVEST
Brighton, MI
AUM
$150.0M
Wealth MgmtInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; SIGNAL PROVIDER
810-588-6178
HARBORFRONT FINANCIAL GROUP
Ludington, MI
AUM
$149.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
231-843-1516
ARBORFI ADVISORS, LLC
Ann Arbor, MI
AUM
$148.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
734-345-6980
CORNERSTONE WEALTH PARTNERS, LLC
Okemos, MI
AUM
$145.9M
Financial PlanningWealth MgmtInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
517-381-3450
BROOKTREE CAPITAL MANAGEMENT INC.
Grand Rapids, MI
AUM
$138.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
616-774-3159
ELE ADVISORY SERVICES, INC
Southfield, MI
AUM
$136.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
248-356-6555
REVALUE LLC
Grand Rapids, MI
AUM
$128.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
888-642-2728